QUOTE(wil-i-am @ Apr 5 2015, 04:47 PM)
Penang date clash with PM seminar as well, I think. Need to check PM invitation letter.Fundsupermart.com v9, QE feeds the bull. Ride along...
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 Apr 7 2015, 01:54 PM
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#1
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north  
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Apr 7 2015, 02:33 PM
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#2
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(yklooi @ Apr 6 2015, 04:54 PM) Can consider this?? My Greater China is up 14+% since first invested in Nov last year The Greater China region remains cheap in terms of valuations relative to normalised levels, and the equity markets of China and Hong Kong offer the highest potential upside as compared to the other markets that we cover. China in particular, remains our favoured equity market for 2015. As of 1 April 2015, the HSML 100 index trades at estimated PE ratios of 10.6X, 9.4X and 8.5X for 2015, 2016 and 2017, lower than its fair PE ratio of 13.0X. For Hong Kong, the Hang Seng index trades at estimated PE ratios of 12.0X, 10.9X and 10.0X for 2015, 2016 and 2017 respectively, comparing favourably to its fair PE ratio of 14.5X. Our recommended equity fund for Greater China (which includes China, Hong Kong and Taiwan) is CIMB-Principal Greater China Equity Fund. http://www.fundsupermart.com.my/main/resea...?articleNo=5698   My FXI (iShares China Large-Cap) ETF up 10% since Jan'15. |
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Apr 8 2015, 07:47 AM
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#3
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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Got this from my UTC yesterday. Foreign participation in Bursa Malaysia increased by 49% while both local retail and institution collectively drop by 13%. Foreign form about 26% of trading participation yesterday in term of RM amount.
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Apr 8 2015, 10:59 AM
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#4
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(yklooi @ Apr 7 2015, 11:38 AM)  the mkt is still ok...it is the performance of the fund.after moved back the fund to EPF... will move out 25% of it to CIMB/KGF then keep the 75% in EPF if mkt bad still got "abt 6%" to cover 75%.....plan to let the 25% to speculate.... still planning stage.. |
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Apr 8 2015, 01:33 PM
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#5
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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Dinner with FSM/Affin-Hwang for gold & platinum investors on 17/4 at Bayview Hotel Penang
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Apr 10 2015, 02:05 PM
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#6
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(yklooi @ Apr 8 2015, 08:28 PM)  ...anyone ever be involved in making redundant/cost cutting exercises?what is the criteria for "head cut"? what is to consider? is machine preventive program to continue? is ISO quality system to continue? Existing Customers never bother with this. what is GOOD to have? What is Must have? any idea? |
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Apr 16 2015, 04:20 PM
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#7
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(David83 @ Apr 13 2015, 08:11 PM) Don't worry. If I know earlier, I should have bought CIMB Principal Greater China Equity Fund last month. You forgot already when I mentioned I'm getting into China back in Nov'14. You should have followed me  Well, can say that in hindsight  https://forum.lowyat.net/index.php?showtopi...post&p=71485647 |
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Apr 16 2015, 04:34 PM
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#8
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(David83 @ Apr 16 2015, 04:27 PM) So did you buy any? Ya la but just 5% of my FSM portfolio as it is just a satellite fund for me. |
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Apr 17 2015, 08:21 AM
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#9
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(Kaka23 @ Apr 16 2015, 04:40 PM) Can I replicate your portfolio? No need la. Your portfolio is almost like mine as well  |
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Apr 17 2015, 09:59 AM
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#10
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(Pink Spider @ Apr 14 2015, 05:33 PM) u guys can don't so active or not Ya la. I'm trying hard to catch-up. I'm not reading during weekend, so I need whole week to catch up and then it is weekend again   |
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Apr 17 2015, 04:00 PM
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#11
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(Vanguard 2015 @ Apr 14 2015, 10:55 PM) Congrats first. Maybe you want to consider doing an intra switch into a bond fund within the same fund house for the 46% profit? Later can switch back slowly into the China fund when the NAV drops. Practice constant dollar investment strategy? CDI OR switch the 46% profit into another unit trust within the same fund house if possible with zero fees. You are basically investing with HOUSE MONEY. No one right answer. Good luck.  Last time read this strategy from book The Art of Investing and Portfolio Management. Return is almost as good as lump sum in bull market but need lot of capital to top-up in bear market. |
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Apr 17 2015, 10:13 PM
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#12
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(Vanguard 2015 @ Apr 17 2015, 05:57 PM) Eh, I was referring to constant dollar investment wor. It should be OK for investors who are risk adverse and don't mind making less profits. Should be the same, Constant Dollar Investment but I think I quoted wrong book. It is just another alternative to (1) dollar cost average or (2) value averaging. I am not sure whether we are talking about the same thing. May I know who is the author of the book you mentioned?  Should be from The Complete Idiot's Guide to Making Money with Mutual Funds. Anyway just attended FSM dinner earlier and get 0.5% SC voucher for Affin Hwang. Tomorrow would get 1% SC voucher for Affin Hwang and Eastspring from the seminar. Anyone else from this forum attended the dinner apart from yklooi and myself? |
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Apr 18 2015, 08:45 AM
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#13
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(Vanguard 2015 @ Apr 17 2015, 11:11 PM) Hey, I have this book. You are referring to Chapter 19, pg 221? It is a good book although outdated and now out of print. I had to buy mine from EBay. I borrowed from local library sometime last year, so can't really recall which chapter. I want to buy from Amazon (selling for 1 cent) but need someone to bring it back for me. It is a good book. The one I quoted earlier is also a good book and bought used one from Amazon for 1 cent. Mine is in almost new condition with autograph by one of the author. |
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Apr 18 2015, 08:49 AM
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#14
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(Kaka23 @ Apr 17 2015, 10:26 PM) Platinum dinner is it? Gold and platinum. Hwang manager Iwin Tan sat at our table and we all had good discussion. |
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Apr 18 2015, 08:52 AM
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#15
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(dirtinacan @ Apr 18 2015, 07:32 AM) Do share some tips you getting from there.hehe I might want to trade my 1% Hwang voucher as I already have 0.5% one. Will let you know later after I got them first.if want to trade with my cimb/keanga coupon pm me.hhehe |
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